SUPP seeks long-term value through exposure to companies that transform their supply chains by reshoring manufacturing jobs, automating or innovating business operations, and improving transportation. The fund holds a narrow portfolio of 20-60 equities selected from a broad market cap-weighted index of US companies. The adviser uses fundamental research and proprietary analysis to evaluate strategy and financial performance, along with sustainability factors specific to supply chain instability and insecurity. The fund encourages transformational change in the public companies it holds by applying proxy voting guidelines and engaging in dialogue with management. SUPP does not promote socially responsible investing by applying exclusionary ESG criteria. Instead, it favors actions that encourage companies to invest in their employees, communities, customers, and the environment through its equity stake. Before Oct. 13, 2023, the fund was named Engine No. 1 Transform Supply Chain ETF.